Annuities Representative (New Business) jobs in Riverside, CA

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

C
Office Service Representative II
  • Canon Business Process Services, Inc.
  • Riverside, CA OTHER
  • Overview

    Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include copy center activities, reception, hospitality and/or other duties as assigned. 

    Responsibilities

    CUSTOMER SERVICE

    ·    Insures total customer satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships

     

    MAIL/PACKAGES/POUCHES

    ·    Receive, sort, and deliver all incoming mail & packages according to assigned floors and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations

    ·    Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable)

    ·    Package and process outgoing overnight items, i.e. Federal Express, UPS, etc., to meet client and vendor deadlines. Log and deliver incoming overnight packages within established time frames

    ·    Log outgoing and incoming items as required and review for accuracy/completeness

     

    SUPPLIES/COPYING/FAXING/ADMINISTRATION

    ·    Organize and distribute supplies to client employees as detailed in job requests. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers)

    ·    Handle items for distribution to a segment of or all of client employees, affiliates, dealers, etc

    ·    Estimate runtime on the small to medium photocopy jobs.   Check all copies produced for quality and accuracy. Produce bound copies of work when requested. Deliver and pick up copy jobs

    ·    May provide minor maintenance of photocopy machine such as solving paper jams, placing service calls and routine cleanings

    ·    Operate facsimile machines; send and receive facsimiles. Keep complete and accurate logs of incoming and outgoing facsimiles. Where appropriate, input facsimile data into computer for client charge back. Generate activity reports, confirmation reports, and call the receiver to confirm receipt as necessary

    ·    Prepare monthly production and volume reports in order to measure productivity and prepare billing charges

    ·    Performs other administrative duties from inserting, copying and photocopying to faxing as needed

     

    May possibly perform any of the following functions at the direction of the Site Manager:

    ·    Set up and maintain client’s kitchen areas and conference rooms, order food and make coffee

    ·    Provide reception work such as answering telephones, taking messages and greeting visitors

    ·    Move boxes, supplies or furniture; replace light bulbs

    ·    Document scanning

    ·    Prepare outgoing items for shipping

    ·    Due to changing technology in office automation, will be required to learn new features and functionalities of copying machines, faxes, scanning, shipping equipment as introduced at the site

    ·    Additional duties as assigned

     

    Qualifications

     

    • High school Diploma or equivalent           
    • 2-5 years’ experience working in a mailroom or professional office environment
    • Knowledge of metering, weighting, logging and other shipping procedures
    • Proficiency in computer skills preferred
    • Ability to perform routine and some complex functions of various equipment and systems (fax, scanner, metering, stamping, tracking systems, photocopying, color copying, etc.)                             
    • Excellent customer service, professional attitude and appearance are a must
    • Ability to work overtime & meet deadlines

     

    PHYSICAL DEMANDS

    • Requires regular twisting/turning/squatting/bending/reaching/lifting and prolonged periods of sitting, standing or walking.
    • May regularly lift and carry up to 20 lbs. and move (push mail cart) over 50 lbs
    • May occasionally lift up to 50 lbs
    • Frequent use of hand and foot controls
    • May occasionally need to climb stairs

     

    What We Offer:

    Competitive pay & benefits!

    Comprehensive training and development programs that prepare employees to advance from within.

    A company focused on creating a positive work and client environment.

    Employee discounts on entertainment, products, and services nationwide!

     

    Come Join Our Team!

  • 12 Days Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Ontario, CA FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 2 Months Ago

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International Business Intern
  • New World Medical, Inc.
  • Rancho Cucamonga, CA INTERN
  • DescriptionANTICIPATED INTERNSHIP LENGTH:10-12 weeksJOB SUMMARY: New World Medical is looking for a motivated and talented individual to participate in an internship program reporting directly to our ...
  • 16 Days Ago

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Business Development Center Representative
  • Gosch Chevrolet
  • Hemet, CA FULL_TIME
  • Job Summary:As a Business Development Center Representative at Gosch Chevrolet in Hemet, California, you will play a key role in driving sales for our dealership. This is a full-time, individual contr...
  • 10 Days Ago

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Business Development Representative-Remote
  • Coronis Health
  • Temecula, CA FULL_TIME
  • Business Development Representative (BDR) FLSA: Non-Exempt At Coronis Health, we know that the key to growth is a high-performing business development team. That’s why we’re seeking a qualified busine...
  • 20 Days Ago

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Business Development Representative-Remote
  • Coronis Health
  • Temecula, CA FULL_TIME
  • Business Development Representative (BDR) FLSA: Non-Exempt At Coronis Health, we know that the key to growth is a high-performing business development team. That’s why we’re seeking a qualified busine...
  • 20 Days Ago

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0 Annuities Representative (New Business) jobs found in Riverside, CA area

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Area Representative
  • Fellowship of Christian Athletes
  • La Mirada, CA
  • Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA M...
  • 5/1/2024 12:00:00 AM

F
Area Representative
  • Fellowship of Christian Athletes
  • San Clemente, CA
  • Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA M...
  • 5/1/2024 12:00:00 AM

E
Senior Sales Representative
  • EverLine Coatings - S Orange County
  • Rancho Santa Margarita, CA
  • Job Description Job Description Benefits: 401(k) matching Bonus based on performance Competitive salary As seen on CBC's...
  • 5/1/2024 12:00:00 AM

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Sales Representative
  • Clean Harbors
  • El Monte, CA
  • Safety-Kleen is looking for a Sales Representative to join their safety conscious team. This role focuses on building bu...
  • 4/30/2024 12:00:00 AM

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Security Representative
  • Hertz
  • Newport Beach, CA
  • If you're looking for the benefits of joining an industry leader, with a high-charged, energy-filled environment, then y...
  • 4/30/2024 12:00:00 AM

O
Sales Service Representative
  • Outsource Licensee Network Inc
  • Lakewood, CA
  • Job Description Job Description Job Duties: As an authorized representative for Amazon, we are responsible for - Sales S...
  • 4/28/2024 12:00:00 AM

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Territory Sales Representative
  • BlueTriton Brands
  • Colton, CA
  • BlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water bra...
  • 4/18/2024 12:00:00 AM

B
Sales Representative- On Premise
  • Breakthru Beverage Group
  • Laguna Beach, CA
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 3/15/2024 12:00:00 AM

Riverside is a city in Riverside County, California, United States, located in the Inland Empire metropolitan area. Riverside is the county seat of the eponymous county and named for its location beside the Santa Ana River. It is the most populous city in the Inland Empire and in Riverside County, and is located about 55 miles (89 km) east of downtown Los Angeles. It is also part of the Greater Los Angeles area. Riverside is the 59th most populous city in the United States and 12th most populous city in California. As of the 2010 Census, Riverside had a population of 303,871. Riverside was fou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,592 to $58,892
Riverside, California area prices
were up 3.0% from a year ago